See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,075 | $103,949-27.8% | $69,182+8.5% | $273,961-72.6% |
| Participation rate | 61.5% | 67.4%-5.8pp | 55.1%+6.4pp | 83.0%-21.5pp |
| Annual return | 41.76% | 35.28%+6.5pp | -21.93%+63.7pp | 41.45%+0.3pp |
| Employer contribution / active EE | $2,052 | $1,783+15.1% | $1,206+70.2% | $4,869-57.8% |
| Participant deferral / active EE | $2,086 | $2,716-23.2% | $1,897+10.0% | $5,287-60.5% |
| Admin fee / account holder | $9 | $3,671-99.8% | $2,697-99.7% | $10,132-99.9% |